BHWM
MIDD icon

Bay Harbor Wealth Management’s Middleby MIDD Stock Holding History

Bay Harbor Wealth Management’s Portfolio MIDD Stock Details MIDD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.72K Buy
10
+5
+100% +$754 ﹤0.01% 696
2026
Q1 		$662 Hold
5
– – ﹤0.01% 911
2025
Q4 		$743 Buy
5
+1
+25% +$131 ﹤0.01% 712
2025
Q3 		$531 Buy
4
+1
+33% +$139 ﹤0.01% 710
2025
Q2 		$432 Buy
3
+1
+50% +$141 ﹤0.01% 692
2025
Q1 		$303 Buy
+2
New +$314 ﹤0.01% 550

Other funds holding MIDD

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
GIM
Garden Investment Management Greenwich, Connecticut $798M AUM 18.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bay Harbor Wealth Management's MIDD Position: Q2 2026 in Review

Bay Harbor Wealth Management increased its Middleby (MIDD) stake by 100% in Q2 2026, buying an estimated $754 and bringing the position to 10 shares worth $1.72K. The position accounts for ﹤0.01% of the portfolio, ranked #696.

Bay Harbor Wealth Management first reported a position in MIDD in Q1 2025 and has held it in 6 quarters since. 449 funds tracked by Wall St. Rank hold MIDD as of Q2 2026.

  • Bay Harbor Wealth Management held 10 shares of Middleby worth $1.72K as of Q2 2026.
  • Bay Harbor Wealth Management bought 5 Middleby shares in Q2 2026, an estimated $754.
  • Middleby made up ﹤0.01% of Bay Harbor Wealth Management's portfolio in Q2 2026, its #696 holding.
  • Bay Harbor Wealth Management first reported a position in Middleby in Q1 2025 and has held it in 6 quarters since.
  • 449 funds tracked by Wall St. Rank held Middleby as of Q2 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.